Websites 

• Yale School of Management Case (May 6, 2022): On the Nature of Due Diligence in a Search Fund Acquisition:
  • Highlights the eight pillars of confirmatory due diligence in a search fund acquisition
  • The Case author interviewed Ivy Millman, CEO, WHIZDOM, Inc., for her expertise as a Subject Matter Expert in conducting Customer Due Diligence for B2B Company acquisitions (See pages 12-13)
  • Exhibit 5 of the Case is WHIZDOM’s Customer Due Diligence Process Map (See page 26)
• https://searchfunder.com/
• https://www.searchfund.org/
• Jim Stein Sharpe
• Clearly Acquired
• A Primer on Search Funds: A Practical Guide for Entrepreneurs Embarking on a Search Fund 
• 2026 Stanford University Search Fund Study: Selected Observations

Books

• HBR Guide to Buying a Small Business by Richard S. Ruback and Royce Yudkoff
• Buy Then Build by Walker Deibel
• Search Funds & Entrepreneurial Acquisitions by Jan Simon
• Traction by Gino Wickman (for operating companies post-acquisition)

Podcasts & YouTube Channels

• Before You Buy or Sell a Business by Jared Johnson
  • Link to Jared’s interview of Ivy Millman, CEO, WHIZDOM, Inc.
  • Podcast Link 1; Podcast Link 2
• Think Big, By Small by Richard S. Ruback and Royce Yudkoff